Joel R. Medina’s Tax Paperwork Checklist

tax paperwork checklist

These days, I’m often glad that it’s our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn’t see it — I’m too busy with tax season. With all of the chaos out there, the division and shouting — from Washington to Facebook to right here … Read More

Joel R. Medina’s Tax Paperwork Checklist

Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Joel R. Medina

college graduate living at home

It’s a hard world out there, for sure. (You know it’s tough when they can’t even get the Best Picture award right at the Oscars!) And for our young millennials, it sure seems like things are harder than they were when we were entering the workplace life. If you haven’t already watched this, I highly encourage you to check out … Read More

Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Joel R. Medina

The Top 12 2017 IRS Scams by Joel R. Medina

2017 IRS Scams

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it’s a very good idea to be on your guard. Last week, the IRS completed their 2017 IRS Scams list, and though it isn’t substantively … Read More

The Top 12 2017 IRS Scams by Joel R. Medina

Start The Estate Planning Process During Tax Season by Joel R. Medina

estate planning process

We are rocking and rolling through tax season these days at Ye Olde Medina Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct ’16 – Jan ’17). That’s a lot of nickels. And it reminded … Read More

Start The Estate Planning Process During Tax Season by Joel R. Medina

A Osceola, Orange and Polk Counties Tax Professional’s Valentine’s Day Plan

Valentine's Day plan

Whatever you might think about the New England Patriots, it’s nearly impossible not to respect their prowess on the football field. And there are plenty of storylines we can all take away from that epic game: * Apparently it’s a good year to be a man with a foreign-model wife, with a sketchy history with the rules and who is … Read More

A Osceola, Orange and Polk Counties Tax Professional’s Valentine’s Day Plan

What To Look For In a Osceola, Orange or Polk County Tax Professional

Tax Professional

The world is awash in shouting these days. Can you feel it? It’s tax season, and so I’m not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these days somebody is agitating over something. Can I … Read More

What To Look For In a Osceola, Orange or Polk County Tax Professional

Common Tax Return Errors To Avoid For Osceola, Orange and Polk Counties Self-Preparers

Tax Return

The Super Bowl teams are set, the new President is inaugurated … why does it feel like things are still going so fast? Perhaps, for me and my team, it’s because we finally are able to submit tax returns to the IRS (they began receiving them on Monday the 23rd). But it’s also just the time of year when there … Read More

Common Tax Return Errors To Avoid For Osceola, Orange and Polk Counties Self-Preparers

Joel R. Medina’s Rule From The Successful

Successful

I have to first get this off my chest, before we get to the orders of business for today. A few Osceola, Orange and Polk County friends that were watching football the other day asked me about a commercial he saw from a “popular” tax chain (who shall remain nameless) that is heavily advertising “free” tax preparation. Leaving aside the fact … Read More

Joel R. Medina’s Rule From The Successful

Joel R. Medina’s Tax Preparation Checklist

tax preparation

Many of our Osceola, Orange and Polk Counties clients are equally excited for the opportunity to put new legs to a new year … and to make 2017 (much) better than 2016. I remember seeing a study in the Journal of Personality and Social Psychology (Jun 2012) by Wilhelm Hofmann a few years back about resolutions, temptations, etc. and how … Read More

Joel R. Medina’s Tax Preparation Checklist

I’d Like to Talk About Your Business…

Joel Medina here, your tax and accounting professional. I know that we haven’t posted much before, but starting this week I’m hoping that you and I can have a conversation about your business. You and I both see the headlines. Questionable government decisions, taxes sure to rise in the next few years (whether or not it will really help the … Read More

Joel MedinaI’d Like to Talk About Your Business…